Plan Snapshot
- Plan Sponsor: Sa Automotive, Ltd.
- Sponsor EIN: 205669569
- Sponsor Address: 3120 CROCKER AVE., SHEBOYGAN, WI, 53081
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 293 | $7.8M | $351,863 | $893,203 |
| 2023 | 290 | $6.2M | $353,805 | $875,306 |
| 2022 | 247 | $5.0M | $291,239 | $738,854 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VRAKAS SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS SC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $61,155 | $17,342 | $12,018 | — | — |
| 2023 | $54,683 | $13,426 | $6,370 | $9,500 | — |
| 2022 | $49,073 | $11,724 | $5,578 | — | $21,611 |